Finance | Project Operations, Human Resources, ...

Enable pro forma confirmation/ confirmation button

(4) Share

Report

Posted on by Janki Mali

Hello Everyone,

Is it possible to enable Pro forma conformation or Confirmation button on sales order before confirming the order ? Idea is to send manual email to the customer about order details using print destination settings. I am new to this system so feel free to suggest any other approach as well.

Categories:

Dynamics 365 Finance

Microsoft Dynamics AX

I have the same question (0)

All responses (10)

Answers (0)

Sohaib Cheema 47,031 User Group Leader on at

Like (0)

Report

Enable pro forma confirmation/ confirmation button

Hi Standard system don't need payment to enabvle the SO confirmation. SO confirmation is not a Financial Commitment, it is only an interest to buy something. A payment is made against the invoice.

Are you guys using pre-payments. What is your business process. Could you attache a few screenshots? Also do you know if you system is customized or not?

Was this reply helpful? Yes No
Suggested answer

Yng Lih 684 on at

Like (2)

Report

Enable pro forma confirmation/ confirmation button

Hi,

The Pro forma confirmation button should be visible in the "Generate" group, even if you have not added any payment lines

You may want to check these:

1) Sales Order Status:
The sales order may already be confirmed, invoiced, or canceled. The pro forma confirmation is only available for open, non-confirmed sales orders.

2) Order Lines:
The order must have at least one non-canceled sales line. If no order lines are present, or all are canceled/deleted, the button will be disabled.

3) Valid Item Data:
Check that the order lines contain valid, active items and quantities. Invalid or inactive items may prevent confirmation actions.

4) Security Roles & Permissions:
Your user account must have the necessary security privileges to access and use the confirmation functions. Try as a "System admin" to test if you could see the button.

5) Personalization or Form Customizations:
If the form has been personalized or customized, this may affect the availability of the button. Try resetting personalizations for the sales order form.

6) Required Fields:
Ensure all mandatory fields on the sales order header and lines are filled.

7) Workflow or Approval:
Check if there a customized approval workflow in-placed to stop the viewing of the button.

If this information was helpful, kindly mark it as 'Verified'. Thank you. :)

Was this reply helpful? Yes No
Janki Mali 27 on at

Like (1)

Report

Enable pro forma confirmation/ confirmation button

@Sohaib Cheema I mean I create a Sales order and while submitting an order I do not add any payment line to complete the order. In that case I do not see Confirm sales order/ Pro forma sales order button enabled. And my need is to enable atleast Pro-forma confirmation button so that I can send preliminary info to the customer.

Was this reply helpful? Yes No
Sohaib Cheema 47,031 User Group Leader on at

Like (0)

Report

Enable pro forma confirmation/ confirmation button

Could you please explain "and does not pay for it. "

Was this reply helpful? Yes No
ssc121 21 on at

Like (1)

Report

Enable pro forma confirmation/ confirmation button

Try to debug this class SalesTableFormJournalButtonState more. Then make change accordingly. Sample starting code

[ExtensionOf(classStr(SalesTableFormJournalButtonState))]

final class applySatateMethod_Extension

{

public void applyState()

{

next applyState();

this.enableButton(formControlStr(SalesTable, buttonProFormaConfirmation), true);

this.enableButton(formControlStr(SalesTableListPage, buttonProFormaConfirmation), true);

}

}

2 people found this reply helpful.

Was this reply helpful? Yes No
Janki Mali 27 on at

Like (0)

Report

Enable pro forma confirmation/ confirmation button

As @Raj mentioned it is available. But what I am looking for is as soon as I create a order and add some item and does not pay for it. I want to share the preliminary confirmation document with customer.

Was this reply helpful? Yes No
Sohaib Cheema 47,031 User Group Leader on at

Like (0)

Report

Enable pro forma confirmation/ confirmation button

@Janki Mali

I believe I have provide you with the incorrect answer, by misunderstanding and thinking you want to enable the Confirm button in certain circumstances.

Raj's answer is more relevant as you just want to print it before actual confirmation, which is performa confirmation and available in standard system.

Was this reply helpful? Yes No
Janki Mali 27 on at

Like (0)

Report

Enable pro forma confirmation/ confirmation button

Thanks @Raj Borad @Sohaib Cheema for the quick revert. I will quickly check this.

Was this reply helpful? Yes No
Raj Borad 1,278 on at

Like (1)

Report

Enable pro forma confirmation/ confirmation button

Hi,

Yes, it is available on a sales order even before it’s confirmed, allowing you to generate and send a pro forma invoice using print destination settings. This is commonly used to share the order details with customers for review before actual confirmation.

Alternatively, you could design a custom sales order acknowledgment report.

Thank you,

Raj B Borad

1 people found this reply helpful.

Was this reply helpful? Yes No
Suggested answer

Sohaib Cheema 47,031 User Group Leader on at

Like (1)

Report

Enable pro forma confirmation/ confirmation button

this is possible, I would not comment on whether it is a good thing or bad to do. As for the possibility, you can see the code in the interaction classes, that lands you to Classes >> SalesTableType >> canConfirmationBeUpdated(Method)

Using COC, you can return whatever you want (true/false)

Was this reply helpful? Yes No